TA
Tiedemann Advisors Portfolio holdings
AUM
$2.33B
1-Year Return
15.56%
This Quarter Return
-21.74%
1 Year Return
+15.56%
3 Year Return
+31.51%
5 Year Return
+38.36%
10 Year Return
+102.1%
AUM
$1.54B
AUM Growth
-$541M
(-26%)
Cap. Flow
-$6.99M
Cap. Flow
% of AUM
-0.45%
Top 10 Holdings %
Top 10 Hldgs %
47.48%
Holding
335
New
40
Increased
114
Reduced
115
Closed
43
Top Buys
| 1 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$120M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$86.6M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$35.8M |
| 4 |
Prologis
PLD
|
$24.5M |
| 5 |
iShares Gold Trust
IAU
|
$18.8M |
Top Sells
Sector Composition
| 1 | Energy | 12.37% |
| 2 | Technology | 10.74% |
| 3 | Utilities | 4.66% |
| 4 | Communication Services | 3.81% |
| 5 | Financials | 2.46% |
